Cassilly Financial Group’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History

Cassilly Financial Group’s Portfolio EMB Stock Details EMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-8,152	Closed	-$766K	–	76
2026 Q1	$766K	Sell	8,152 -152	-2%	-$14.6K	0.66%	37
2025 Q4	$800K	Buy	+8,304	New	+$798K	0.71%	35

Other funds holding EMB

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AHSSHC

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $3.12B AUM 14.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Cassilly Financial Group's EMB Position: Q2 2026 in Review

Cassilly Financial Group sold out of iShares JPMorgan USD Emerging Markets Bond ETF (EMB) in Q2 2026, closing a stake of 8,152 shares — an estimated $766K sold.

Cassilly Financial Group first reported a position in EMB in Q4 2025 and held it in 2 quarters. The position peaked at $800K in Q4 2025. 826 funds tracked by Wall St. Rank hold EMB as of Q2 2026.

Cassilly Financial Group reported no remaining iShares JPMorgan USD Emerging Markets Bond ETF position as of Q2 2026 after selling out during the quarter.
Cassilly Financial Group sold 8,152 iShares JPMorgan USD Emerging Markets Bond ETF shares in Q2 2026, an estimated $766K.
Cassilly Financial Group first reported a position in iShares JPMorgan USD Emerging Markets Bond ETF in Q4 2025 and held it in 2 quarters.
Cassilly Financial Group's iShares JPMorgan USD Emerging Markets Bond ETF position peaked at $800K in Q4 2025.
826 funds tracked by Wall St. Rank held iShares JPMorgan USD Emerging Markets Bond ETF as of Q2 2026.

Based on Cassilly Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.